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PMBCX vs VLIFX
PMBCX vs VLIFX Comparison
Open Charts PMBCX vs VLIFX
Value Line Mid Cap Focused
Price$34.47
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBCX vs VLIFX Comparison Chart
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PMBCX vs. VLIFX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBCX is a Hold and VLIFX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.5B vs. VLIFX (1.95B). VLIFX pays higher dividends than PMBCX: VLIFX (0.06) vs PMBCX (0.00). PMBCX was incepted earlier than VLIFX: PMBCX (18 years) vs VLIFX (75 years). PMBCX (1.75) is less costly to investors than VLIFX (1.08). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBCX (1000) and VLIFX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 6.26 vs. VLIFX (1.05). PMBCX return over 5 years is better than : 50.72 vs. VLIFX (45.41).
| PMBCX | VLIFX | PMBCX / VLIFX | |
| Total Expense Ratio | 1.75 | 1.08 | 162% |
| Annual Report Gross Expense Ratio | 1.75 | 1.08 | 162% |
| Fund Existence | 18 years | 75 years | - |
| Gain YTD | 1.510 | 0.320 | 472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.26 | 1.05 | 597% |
| Returns for 3 years | 34.81 | 29.79 | 117% |
| Returns for 5 years | 50.72 | 45.41 | 112% |
| Returns for 10 years | 63.22 | 128.21 | 49% |
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